Filed June 25, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,111 | $100,041-41.9% | $149,718-61.2% | $70,131-17.1% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.1%+6.0pp | 69.5%+23.6pp |
| Annual return | 3.93% | 27.43%-23.5pp | 1501.63%-1497.7pp | 73.14%-69.2pp |
| Employer contribution / active EE | $1,897 | $3,662-48.2% | $5,445-65.2% | $2,342-19.0% |
| Participant deferral / active EE | $4,508 | $4,983-9.5% | $6,569-31.4% | $3,332+35.3% |
| Admin fee / account holder | $2,527 | $8,286-69.5% | $11,283-77.6% | $4,645-45.6% |